{"version":"market-claims.v1","claim":{"id":"mcl_c579d12e4ef85b423e","url":"/trace/claims/mcl_c579d12e4ef85b423e","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Brad discloses memory is a quarter of his book and argues the stocks are cheap (5-7x fully-taxed earnings) against the AI-compute buildout, so they are mispriced to the upside. Micron is the cleanest US-listed pure memory play of the names he lists.","confidence":0.72,"expert":{"slug":"altcap","displayName":"Brad Gerstner","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/746364e2-3","url":"/trace/experts/altcap","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"MU","name":"MU","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://youtube.com/watch?v=10MdOvK-aG4&t=3692s","sourceUrl":"https://youtube.com/watch?v=10MdOvK-aG4","timecode":"1:01:32","startMs":3692000,"endMs":null,"excerpt":"the memory stocks that everybody's excited about, we have 25% of our portfolio in. SK Hynix, five times fully taxed gap earnings, Samsung six times, Micron seven times, right? This is not the stuff that bubbles are made of."},"performance":{"entryPrice":747.0700073242,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"},"resolutionStatus":"OPEN","ambiguityNotes":null,"horizon":"3-12mo","isExplicitTrade":false,"notFinancialAdvice":true,"disclaimer":"AISO tracks public statements, not verified portfolio positions. This is not financial advice."},"expert":{"slug":"altcap","displayName":"Brad Gerstner","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/746364e2-3","url":"/trace/experts/altcap","claimed":false},"source":{"platform":"YOUTUBE","title":"Elon's Anthropic Deal, The Next AI Monopoly?, \"FDA for AI\" Panic, Trading the AI Boom","sourceUrl":"https://youtube.com/watch?v=10MdOvK-aG4","publishedAt":"2026-05-08T22:46:01.000Z"},"evidence":{"evidenceUrl":"https://youtube.com/watch?v=10MdOvK-aG4&t=3692s","sourceUrl":"https://youtube.com/watch?v=10MdOvK-aG4","timecode":"1:01:32","startMs":3692000,"endMs":null,"excerpt":"the memory stocks that everybody's excited about, we have 25% of our portfolio in. SK Hynix, five times fully taxed gap earnings, Samsung six times, Micron seven times, right? This is not the stuff that bubbles are made of.","quote":"the memory stocks that everybody's excited about, we have 25% of our portfolio in. SK Hynix, five times fully taxed gap earnings, Samsung six times, Micron seven times, right? This is not the stuff that bubbles are made of.","speaker":"Brad Gerstner"},"entities":[{"kind":"ASSET","assetClass":"EQUITY","symbol":"MU","name":"MU","exchange":null,"confidence":0.78}],"marketData":{"entry":{"price":747.0700073242,"currency":"USD","observedAt":"2026-05-08T22:46:01.000Z","method":"PASTE_AUTHOR_PRICE"},"current":null,"returnPct":null},"snapshots":[{"kind":"ENTRY","symbol":"MU","assetClass":"EQUITY","price":747.0700073242,"probability":null,"currency":"USD","provider":"paste.trade","providerSymbol":"MU","observedAt":"2026-05-08T22:46:01.000Z","method":"PASTE_AUTHOR_PRICE","returnPct":null,"relativePct":null}]}